Licensed
Real Estate Transaction Management.

Hi, I'm Deanna!

Hi, I'm Deanna

The founder of Aligned Transactions and a licensed Realtor®  in North Carolina. I've been licensed since 2001 and worked as a residential agent in Saratoga Springs, New York, my home town, for the first 13 years of my career. In 2014 I moved to Cornelius, North Carolina and became licensed here. At the time, I didn't know the area very well so I transitioned to Licensed Transaction Management & Operations roles in real estate and found that I thoroughly enjoyed this side of the Realtor® world. My license has been with eXp Realty since June of 2017. I work exclusively with eXp agents in North Carolina and am highly knowledgeable in the systems used by eXp. As we grow, I hope to add additional States. If you’d like to chat at any time please click the "Let's Chat!" button at the top right for my contact information and Calendly link. I'm proud of the business I've built and love helping Realtors® leverage their time and become more efficient!

Seller Side

LISTING PREPARATION
$150

Click the 'plus' sign below for more details on what's included.

Listing Preparation

· Pull all needed docs such as prior MLS, tax records, deed/plat, permits & CCRs
· Create file via Forms in SkySlope, complete all listing documents needed and send tosellers/listing agent/BIC (if needed) for signatures
· Send introductory email to clients with portal link and ShowingTime instructions
· Set up SkySlope file, copy file with all communications for archive
· Schedule property photos and measurements
· Once docs are signed, build MLS, add attachments and photos
· Set up ShowingTime
· Order seller side home warranty (if applicable)
· Request agent review of incomplete MLS and ask they add public remarks for listing
· Send On The Market email to clients with copy of MLS listing to review
· Confirm listing is live and SkySlope is complete for compliance

Seller Side

CONTRACT TO CLOSE
$400

Click the 'plus' sign below for more details on what's included.

Seller Contract to Close

· Update MLS with contract information
· Send congratulatory email to clients with contract details
· Send introduction emails to attorney and buyer's agent with contract details
· Accept contract in SkySlope
· Track all key dates
· Obtain Due Diligence & Earnest Money Deposit receipts
· Send inspection prep information email to sellers
· Obtain closing information and attorney forms, send to sellers
· Send completed Seller forms to attorney
· Confirm acceptable appraisal
· Confirm completed repair request
· Create and execute amendments, etc. as needed
· Collect service providers and send to buyer's agent
· Obtain renters insurance binder if seller possession after closing is in place
· Manage SkySlope compliance process
· Review Commission Disbursement Authorization (CDA)
· Send Invoices, amendments, CDA to attorney
· Request and review prelim CD
· Send Closing information email to clients
· Close out MLS and SkySlope
· Coordinate wire transfers between attorneys as needed
· Maintain Google Drive and SkySlope log
· Send executed closing documents to sellers with thank you email

Buyer Side

CONTRACT TO CLOSE
$400

Click the 'plus' sign below for more details on what's included.

Buyer Contract to Close

· Add transaction to SkySlope
· Send congratulatory email to clients with client portal link
· Send email Introduction to attorney and lender with all transaction contact info
· Send email introduction to listing agent
· Confirm MLS under contract information is correct
·  Track all key dates
· Obtain Due Diligence & Earnest Money Deposit receipts
· Send reminder email for inspections selected
· Schedule inspections as agent/client directed
· Obtain closing information and attorney forms, send to buyers
· Send completed Buyer forms to attorney
· Confirm acceptable appraisal
· Complete repair request documents
· Create and execute amendments, etc. as needed
· Obtain service providers from listing agent and send to buyers
· Order buyer side home warranty (if applicable)
· Complete Professional Services Disclosure
· Obtain receipts for repair request items and forward to buyers
· Obtain renters insurance binder if seller possession after closing is in place
· Manage SkySlope compliance process
· Review Commission Disbursement Authorization (CDA)
· Send Invoices, amendments, CDA to attorney
· Request and review prelim CD
· Send Closing information email to clients
· Close out SkySlope
· Maintain Google Drive and SkySlope log
· Send executed closing documents to buyers with thank you email

What is Licensed Transaction Management?

licensed Transaction management vs. unlicensed transaction coordination

1

Licensing Process

2

Ethics Training

3

Local Knowledge

4

Legal Access

5

Errors & Omissions

Licensing Process

A Licensed Transaction Manager (LTM) has completed the required education and testing to become licensed, and they are familiar with real estate laws and regulations.

On the other hand, many transaction coordinators are not licensed Realtors® and this can limit the work they can legally do on agents' behalf.

Ethics Training

As a Licensed Transaction Manager, I complete mandatory Ethics training and continuing education just like you do to stay up to date on the industry.

However, unlicensed TCs do not need to take Ethics training or complete continuing education, nor have they learned licensing laws and regulations.

Local Knowledge

As an experienced and local LTM, I have developed long term trusted relationships with local vendors such as attorneys, inspectors, handymen and lenders. This can come in handy when needing recommendations or asking for speedy scheduling.

Legal Access

An LTM can legally access and complete NCREC real estate forms and enter information into the MLS on your behalf.

An unlicensed TC is not authorized to do so.

Errors & Omissions

An LTM is covered by Errors & Omissions insurance *provided* they are licensed with the same company as you - unless they have separately purchased coverage.

I am covered by both eXp Realty's E&O plus I hold separate Transaction Manager specific E&O through BiBerk so we are fully covered for peace of mind.

Custom Portals for your Transactions

Its just one of the many benefits that set us apart! When you work with Aligned Transactions
all transaction information will be easily accessible to both yourself as the Realtor and your buyers and sellers.
These portals are live and they update in real time to include everything you'll need to appear super organized!

Client Portal

Your clients receive a custom portal link where they can view transaction documents, access contact information for their closing attorney and lender, and find scheduled dates, times and locations. Their portal link is mobile phone friendly!
‍

Agent Portal

When you work with Aligned Transactions you'll have your own portal link where you can access documents, scheduled dates/times/locations, contact information for all parties, and follow along with the tasks completed and still outstanding for ALL your transactions! This link is mobile phone friendly!

Testimonials

You maximize my ability to do my job at the fullest. I am so grateful to know that you are on my team. I know that you manage many transactions for many agents and always have a ton of balls in the air but it all gets done on time with excellence because you run a well oiled machine! Thank you for working with me."
I am so thankful to have you on my team and I just wanted to let you know that you are phenomenal. I don't know how I did this job without you before."
You have seriously made me kick myself I haven't done this sooner. You are a blessing! Thank you for your hard work so far."
Deanna, this email is above and beyond what I could have asked for from you. Thank you so much. So professional. Your words are spot on."
I know I say this all the time, but you are incredibly talented at what you do. I am always amazed by your skills, and so appreciate all the help you are to me!"
I can't express how excited I am to be working with you... you are truly awesome... so thanks for EVERYTHING... you are a TREMENDOUS help!!!"
You type out such eloquent emails by the way. I read what you sent over to the agent... and was truly surprised at how well you wrote it as if first hand experience with the situation. You are a gem, Lady! True gem!"
I don't express it enough how amazing you are. You go above so many times when you don't have to and I appreciate it more than you know. I also just genuinely LOVE having you on my side...I know I can always trust you have it all covered even when my life makes it where I can't! Thank you so much Deanna. My business and life would not be what it is without you and I appreciate you more than you will ever know! You are the MVP behind everything I do."

A La Carte services to meet your transaction needs.

A La Carte services offered as time allows. Please contact me directly to confirm I can handle in a timely manner.

Contact Us

Offer to Purchase Documents Written

$50

Referral or Lease SkySlope Compliance Only

$50

New Construction SkySlope Compliance Only

$150

Current Realtor Partners
Transaction Input

If you're a current Realtor Partner, click the appropriate button below to fill out your transaction information.

New Listing EntryOffer to Purchase EntryBuyer Agency Forms

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Aligned Transactions LLC

    IMPORTANT: Never trust wiring instructions sent via email. Cyber criminals are hacking email accounts and sending emails with fake wiring instructions. These emails are convincing and sophisticated. Always independently confirm wiring instructions in person or via a telephone call to the closing attorney via a trusted and verified phone number..